Steward Partners Investment Advisory’s Scansource SCSC Stock Holding History

Steward Partners Investment Advisory’s Portfolio SCSC Stock Details SCSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24K	Buy	+43	New	+$1.89K	﹤0.01%	4214
2024 Q1	–	Sell	-369	Closed	-$14.6K	–	3659
2023 Q4	$14.6K	Buy	+369	New	+$12.4K	﹤0.01%	2541
2022 Q2	–	Sell	-1,300	Closed	-$45K	–	3357
2022 Q1	$45K	Buy	+1,300	New	+$43K	﹤0.01%	1973
2021 Q2	–	Sell	-10	Closed	-$300	–	7360
2021 Q1	$300	Buy	+10	New	+$290	﹤0.01%	3364
2020 Q2	–	Sell	-22	Closed	–	–	2741
2020 Q1	$0	Hold	22	–	–	﹤0.01%	2678
2019 Q4	$0	Hold	22	–	–	﹤0.01%	2725
2019 Q3	$0	Hold	22	–	–	﹤0.01%	2750
2019 Q2	$0	Buy	+22	New	+$748	﹤0.01%	2682
2018 Q4	–	Sell	-22	Closed	-$1K	–	1910
2018 Q3	$1K	Buy	+22	New	+$900	﹤0.01%	2523

Other funds holding SCSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's SCSC Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Scansource (SCSC) in Q2 2026: 43 shares worth $2.24K. The stake represents ﹤0.01% of the portfolio and ranks #4214 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SCSC as recently as Q4 2023.

Steward Partners Investment Advisory first reported a position in SCSC in Q3 2018 and has held it in 9 quarters since. The position peaked at $45K in Q1 2022. 213 funds tracked by Wall St. Rank hold SCSC as of Q2 2026.

Steward Partners Investment Advisory held 43 shares of Scansource worth $2.24K as of Q2 2026.
Scansource was a new Steward Partners Investment Advisory position in Q2 2026.
Scansource made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4214 holding.
Steward Partners Investment Advisory first reported a position in Scansource in Q3 2018 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Scansource position peaked at $45K in Q1 2022.
213 funds tracked by Wall St. Rank held Scansource as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.